Contact

 

Mailing Address
WealthCounsel, LLC
P.O. Box 44403
Madison, WI 53744-4403

Street Address
WealthCounsel, LLC
2110 Luann Lane, Suite 101
Madison, WI 53713

Webmaster
Webmaster@WealthCounsel.com
Phone: 888-659-4069, x814
Fax: 888-292-6126

General Information
Info@WealthCounsel.com
Phone: 888-659-4069, x803
Fax: 888-292-6126

Membership Questions
MemberServices@WealthCounsel.com
Phone: 888-659-4069, x818

Shipping Questions
MemberServices@WealthCounsel.com
Phone: 888-659-4069, x818

Education/Registration
Registration@wealthcounsel.com
Phone: 888-659-4069, x823
Fax: 800-419-3603

WDOCS/WDATS Support
Support@WealthCounsel.com
Phone: 888-659-4069, x801
Request Support Form

Quality Improvement
Quality@WealthCounsel.com
Legal Technical/Language

Accounting/Billing
Accounting@WealthCounsel.com
Phone: 888-659-4069, x816

MarketPlace
Marketplace@wealthcounsel.com
Phone: 888-659-4069, x814

Listserv/Website Support
Support@WealthCounsel.com
Phone: 888-659-4069, x801
Request Support Form

Legal Technical Support
LegalSupport@WealthCounsel.com
Drafting WealthDocs Plans
Request Support Form

CLE Questions
CLE@WealthCounsel.com
Phone: 888-659-4069, x818

 

 

 

Direct Contact

Brian Albee
ElderCounsel Director of Technology
brian.albee@wealthcounsel.com
Phone: 888-659-4069, x820

Amy Ballard
Membership Services Administrator
amy.ballard@wealthcounsel.com
Phone: 888-659-4069, x818

Lori Berry
Senior Event Coordinator
lori.berry@wealthcounsel.com
Phone: 888-659-4069, x822

Jill Campion
Software Developer
jill.campion@wealthcounsel.com
Phone: 888-659-4069, x824

Rae Denruiter

Software Support
rae.denruiter@wealthcounsel.com
Phone: 888-659-4069, x801

Joshua Dupré
Senior Systems Administrator
joshua.dupré@wealthcounsel.com
Phone: 888-659-4069, x811

Jenny Ellingson
Director of Project Management & Employee Relations
jenny.ellingson@wealthcounsel.com
Phone: 888-659-4069, x801

Patrick Fleming
Membership Consultant
patrick.fleming@wealthcounsel.com
Phone: 888-659-4069, x806

Marlene Frith
Director of Marketing & Business Development
marlene.frith@wealthcounsel.com
Phone: 888-659-4069, x817

Randy Gardner
Director of Education
randy.gardner@wealthcounsel.com
Phone: 888-659-4069, x812

Rachel Giblin
Executive Assistant
Webmaster
rachel.giblin@wealthcounsel.com
Phone: 888-659-4069, x814

Mary Hagen
Member Services & Accounting Specialist
mary.hagen@wealthcounsel.com
Phone: 888-659-4069, x816

Jim Hillhouse
Membership Consultant
jim.hillhouse@wealthcounsel.com
Phone: 888-659-4069, x804

Kristine Hynes
Director of Membership Services
kristine.hynes@wealthcounsel.com
Phone: 888-659-4069, x826

Blair Janis
Director of Software & Technology
blair.janis@wealthcounsel.com
Phone: 888-659-4069, x810

Matt McClintock
Director of Continuous Improvement and Member Collaboration
matt.mcclintock@wealthcounsel.com
Phone: 888-659-4069, x808

Malea McCutcheon
Member Services Assistant
malea.mccutcheon@wealthcounsel.com
Phone: 888-659-4069, x809

Nina Rosson
Senior Programmer
nina.rosson@wealthcounsel.com
Phone: 888-659-4069, x815

Amparo Squaglia
Member Support Administrator
amparo.squaglia@wealthcounsel.com
Phone: 888-659-4069, x807

Robbie Trudeau
Recruitment & Retention Director
robbie.trudeau@wealthcounsel.com
Phone: 888-659-4069, x803

Alyssa Trudeau
Administrative Assistant - Sales
alyssa.trudeau@wealthcounsel.com
Phone: 888-659-4069, x819

Anita Trudeau
Administrative Assistant - Marketing & Sales
anita.trudeau@wealthcounsel.com
Phone: 888-659-4069, x813

Don Williams
Software Support
don.williams@wealthcounsel.com
Phone: 888-659-4069, x801

Laura Wilson
Executive Director
laura.wilson@wealthcounsel.com
Phone: 888-659-4069, x800
Fax: 888-764-5667